ELV icon

Elevance Health
ELV

Overview Fund Activity

1,541 hedge funds and large institutions have $108B invested in Elevance Health in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 538 increasing their positions, 556 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+105
Holders Change %
+7.31%
% of All Funds
24.86%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.08%
New
215
Increased
538
Reduced
556
Closed
85
Calls
$573M
Puts
$667M
Net Calls
-$94.1M
Net Calls Change
-$62.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.02B
2
GQG Partners
GQG Partners
Florida
+$498M
3
BlackRock
BlackRock
New York
+$260M
4
Amundi
Amundi
France
+$252M
5
Morgan Stanley
Morgan Stanley
New York
+$239M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$610M
2
Bank of America
Bank of America
North Carolina
-$464M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$286M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1151
LVW Advisors
New York
$322K – – –
WCM
1152
Washington Capital Management
Washington
$321K – – –
AF
1153
Advisornet Financial
Minnesota
$320K +$11.8K +23 +4%
CT
1154
Chicago Trust
Illinois
$316K -$2.56K -5 -0.8%
TFF
1155
The Family Firm
Maryland
$315K +$19K +37 +6%
MA
1156
Montag & Associates
Georgia
$315K -$22K -43 -7%
KWA
1157
Kellett Wealth Advisors
Ohio
$314K – – –
TC
1158
Trilogy Capital
California
$313K +$60K +117 +24%
EFSCE
1159
Enterprise Financial Services Corp (EFSC)
Missouri
$312K +$19.5K +38 +7%
PTC
1160
Petrus Trust Company
Texas
$311K +$311K +607 New
SICM
1161
Sustainable Insight Capital Management
New York
$311K +$311K +607 New
FWM
1162
Fairhaven Wealth Management
Illinois
$309K +$3.59K +7 +1%
AA
1163
Alta Advisers
United Kingdom
$308K – – –
WJWM
1164
Williams Jones Wealth Management
New York
$308K -$55.4K -108 -15%
FFP
1165
FourThought Financial Partners
Florida
$306K +$306K +596 New
CFG
1166
Carr Financial Group
Massachusetts
$305K +$305K +595 New
IMOV
1167
Investment Management of Virginia
Virginia
$305K – – –
FB
1168
First Bancorp
Maine
$304K – – –
PCP
1169
Proficio Capital Partners
Massachusetts
$304K +$5.65K +11 +2%
SAG
1170
SageView Advisory Group
California
$303K +$303K +594 New
FAIM
1171
Financial Advocates Investment Management
Washington
$303K -$1.72M -3,357 -85%
CFD
1172
Creative Financial Designs
Indiana
$303K – – –
LDFR
1173
Lehman & Derafelo Financial Resources
Pennsylvania
$303K – – –
DI
1174
Diligent Investors
California
$301K -$30.3K -59 -9%
ATPW
1175
Ashton Thomas Private Wealth
Arizona
$301K +$37.5K +73 +14%
45 46
47
48 49